Foresight News 消息，Bitget CEO Gracy Chen 在 X 上发文表示，近期与几家头部做市商及 VC 交流后，认为行业共识趋于保守。她指出，当前散户在山寨币中的风险收益比极差，VC 资金已大幅撤离 Web3 一级市场，仅具真实资源的基建类项目如稳定币、RWA 与支付仍具价值，但此类项目多数不会发行代币。她同时认为，DAT 泡沫正在破裂，长尾项目缺乏真实买盘，近期融资多为“以币换股”形式，投资者普遍面临高风险。Gracy Chen 还表示，10·11 黑天鹅事件后，市场交易量下降 20%-40%，多家做市商遭受重创，当前市场正处于修复与盘整阶段。
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